Light Street Capital Management, LLC
Net buyer this quarter
$903M
27
+$110M
63.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSM | $108M | 11.95% | 0.00% | -0.7% | Q1 2023 |
 AMD | $63.6M | 7.05% | 0.01% | -50.1% | Q3 2013 |
 ALAB | $60.7M | 6.73% | 0.07% | New | Q2 2026 |
 GTLB | $59.4M | 6.58% | Not reported | +66.2% | Q1 2022 |
 AVGO | $57.9M | 6.41% | 0.00% | +2.3% | Q1 2020 |
 AMKR | $51.5M | 5.70% | 0.24% | +46.6% | Q4 2025 |
 FROG | $46.8M | 5.18% | 0.42% | -10.5% | Q3 2020 |
 MKSI | $46.2M | 5.11% | 0.15% | -15.1% | Q4 2025 |
 CHYM | $45M | 4.99% | 3.28% | +5.9% | Q2 2025 |
 CPNG | $35.2M | 3.90% | Not reported | +92.5% | Q3 2022 |
 TOST | $32.5M | 3.60% | 0.53% | Not reported | Q3 2021 |
 RDDT | $31.7M | 3.51% | Not reported | Not reported | Q1 2025 |
 NVDA | $27.4M | 3.03% | 0.00% | -49.8% | Q1 2018 |
 BE | $25.5M | 2.82% | 0.03% | +66.3% | Q2 2024 |
 ASML | $21.8M | 2.41% | 0.00% | +0.1% | Q4 2019 |
 MELI | $21.6M | 2.40% | 0.03% | Not reported | Q1 2016 |
 CLBT | $19.2M | 2.12% | 0.53% | +104.8% | Q3 2021 |
 SNOW | $17.8M | 1.97% | 0.02% | Not reported | Q4 2022 |
 MDB | $16.8M | 1.86% | 0.06% | Not reported | Q4 2018 |
 GOOGL | $15.2M | 1.69% | 0.00% | +0.4% | Q1 2021 |
 AMZN | $12.2M | 1.35% | 0.00% | -59.1% | Q4 2014 |
 DDOG | $10.4M | 1.15% | 0.05% | Not reported | Q1 2020 |
 DRAM | $8.86M | 0.98% | Not reported | New | Q2 2026 |
 NXPI | $6.46M | 0.72% | 0.01% | -9.8% | Q2 2024 |
 ADI | $4.18M | 0.46% | 0.00% | +0.2% | Q2 2025 |
 QNT | $2.88M | 0.32% | Not reported | New | Q2 2026 |
 GDS | $2.16M | 0.24% | 0.01% | +0.2% | Q4 2016 |
| Q1 2026 | |||||
| TSM | $76.9M | 14.40% | 0.00% | -15.2% | Q1 2023 |
| NVDA | $47.5M | 8.89% | 0.00% | -19.9% | Q1 2018 |
| AVGO | $46.4M | 8.68% | 0.00% | +4.2% | Q1 2020 |
| AMD | $44.6M | 8.35% | 0.01% | -0.1% | Q3 2013 |
| CHYM | $38.9M | 7.28% | 3.10% | -23.3% | Q2 2025 |
| MKSI | $28.1M | 5.26% | 0.18% | +524.4% | Q4 2025 |
| FROG | $27M | 5.05% | 0.47% | +24.5% | Q3 2020 |
| AMZN | $26M | 4.87% | 0.00% | +79.6% | Q4 2014 |
| GTLB | $25.3M | 4.74% | Not reported | +10.4% | Q1 2022 |
 BILL | $23.9M | 4.48% | 0.63% | -28.8% | Q1 2022 |
| CPNG | $19.9M | 3.72% | Not reported | Not reported | Q3 2022 |
| AMKR | $18.3M | 3.43% | 0.16% | +41.4% | Q4 2025 |
| ASML | $14.5M | 2.71% | 0.00% | -0.4% | Q4 2019 |
| GOOGL | $12.2M | 2.29% | 0.00% | -68.4% | Q1 2021 |
 IOT | $12.2M | 2.28% | Not reported | Not reported | Q1 2022 |
| CLBT | $8.83M | 1.65% | 0.26% | +30.1% | Q3 2021 |
| BE | $6.86M | 1.28% | 0.02% | Not reported | Q2 2024 |
| NXPI | $5.02M | 0.94% | 0.01% | +2.3% | Q2 2024 |
| DDOG | $4.72M | 0.88% | 0.05% | Not reported | Q1 2020 |
| ADI | $3.34M | 0.63% | 0.00% | +3.4% | Q2 2025 |
| GDS | $2.89M | 0.54% | 0.01% | +9.8% | Q4 2016 |
 LITE | $2.03M | 0.38% | 0.00% | New | Q1 2026 |
 AMPL | $2M | 0.37% | Not reported | -80.5% | Q2 2023 |
| Q4 2025 | |||||
| TSM | $81.6M | 12.55% | 0.00% | -7.2% | Q1 2023 |
| CHYM | $68.2M | 10.50% | 4.05% | +81.7% | Q2 2025 |
| NVDA | $63.4M | 9.76% | 0.00% | +22.9% | Q1 2018 |
| AVGO | $49.8M | 7.66% | 0.00% | +44.8% | Q1 2020 |
| BILL | $47.9M | 7.37% | 0.88% | -8.8% | Q1 2022 |
| AMD | $47M | 7.23% | 0.01% | -12.6% | Q3 2013 |
| GOOGL | $42.1M | 6.48% | 0.00% | +9.8% | Q1 2021 |
| GTLB | $39.8M | 6.12% | Not reported | +24.7% | Q1 2022 |
| FROG | $28.9M | 4.44% | 0.39% | -20.2% | Q3 2020 |
| CFLT | $27.5M | 4.23% | 0.83% | -28.3% | Q2 2021 |
 CEG | $22.3M | 3.43% | 0.02% | +31.5% | Q4 2024 |
| RDDT | $20.7M | 3.18% | Not reported | Not reported | Q1 2025 |
 NFLX | $18.8M | 2.89% | 0.00% | Not reported | Q1 2014 |
| AMPL | $17.4M | 2.67% | Not reported | Not reported | Q2 2023 |
| AMZN | $16M | 2.47% | 0.00% | +38.9% | Q4 2014 |
| ASML | $11.8M | 1.81% | 0.00% | -40.6% | Q4 2019 |
| AMKR | $11.4M | 1.75% | 0.12% | New | Q4 2025 |
 TEAM | $10.3M | 1.58% | Not reported | New | Q4 2025 |
| CLBT | $8.88M | 1.37% | 0.20% | +37.7% | Q3 2021 |
| NXPI | $5.41M | 0.83% | 0.01% | -1.0% | Q2 2024 |
| MKSI | $3.13M | 0.48% | 0.03% | New | Q4 2025 |
| ADI | $2.75M | 0.42% | 0.00% | +50.0% | Q2 2025 |
 AAPL | $2.73M | 0.42% | 0.00% | -5.9% | Q2 2013 |
| GDS | $2.28M | 0.35% | 0.01% | -73.3% | Q4 2016 |
| Q3 2025 | |||||
| TSM | $80.7M | 13.58% | 0.00% | -19.4% | Q1 2023 |
| NVDA | $51.6M | 8.68% | 0.00% | -21.5% | Q1 2018 |
| BILL | $51M | 8.58% | 0.95% | +50.4% | Q1 2022 |
| AMD | $40.6M | 6.83% | 0.02% | -14.2% | Q3 2013 |
| GTLB | $38.3M | 6.45% | Not reported | +79.2% | Q1 2022 |
| AVGO | $32.8M | 5.51% | 0.00% | -18.9% | Q1 2020 |
| CHYM | $30.1M | 5.06% | 2.23% | +115.1% | Q2 2025 |
| GOOGL | $29.8M | 5.01% | 0.00% | Not reported | Q1 2021 |
| DDOG | $29.5M | 4.96% | 0.26% | Not reported | Q1 2020 |
| FROG | $27.4M | 4.61% | 0.49% | -4.9% | Q3 2020 |
| CFLT | $25.1M | 4.23% | 1.16% | Not reported | Q2 2021 |
| SNOW | $22.3M | 3.76% | 0.03% | Not reported | Q4 2022 |
| MDB | $21.3M | 3.58% | 0.08% | Not reported | Q4 2018 |
 BABA | $18.8M | 3.16% | 0.00% | Not reported | Q3 2014 |
| ASML | $17.9M | 3.01% | 0.00% | +235.4% | Q4 2019 |
| CEG | $15.8M | 2.66% | 0.02% | +1021.7% | Q4 2024 |
 SE | $12.4M | 2.08% | 0.04% | -42.6% | Q1 2019 |
| AMZN | $11M | 1.85% | 0.00% | -41.0% | Q4 2014 |
| GDS | $9.46M | 1.59% | 0.03% | -65.8% | Q4 2016 |
| CLBT | $6.63M | 1.12% | 0.15% | -35.3% | Q3 2021 |
| NXPI | $5.73M | 0.96% | 0.01% | +10.0% | Q2 2024 |
 APPF | $5.51M | 0.93% | Not reported | New | Q3 2025 |
 MNDY | $3.84M | 0.65% | 0.04% | New | Q3 2025 |
| AAPL | $2.72M | 0.46% | 0.00% | +28.9% | Q2 2013 |
 SNPS | $1.73M | 0.29% | 0.00% | -5.5% | Q3 2023 |
| ADI | $1.66M | 0.28% | 0.00% | +11.5% | Q2 2025 |
 CDNS | $847K | 0.14% | 0.00% | -59.5% | Q4 2024 |